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Pine Harbor Wealth Management’s United States Copper Index Fund CPER Stock Holding History

Pine Harbor Wealth Management’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,087
Closed -$143K – 105
2025
Q4 		$143K Buy
+4,087
New +$131K 0.04% 105

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Mirae Asset Global Investments
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Pine Harbor Wealth Management's CPER Position: Q1 2026 in Review

Pine Harbor Wealth Management sold out of United States Copper Index Fund (CPER) in Q1 2026, closing a stake of 4,087 shares — an estimated $143K sold.

Pine Harbor Wealth Management first reported a position in CPER in Q4 2025 and held it in 1 quarter. The position peaked at $143K in Q4 2025. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Pine Harbor Wealth Management reported no remaining United States Copper Index Fund position as of Q1 2026 after selling out during the quarter.
  • Pine Harbor Wealth Management sold 4,087 United States Copper Index Fund shares in Q1 2026, an estimated $143K.
  • Pine Harbor Wealth Management first reported a position in United States Copper Index Fund in Q4 2025 and held it in 1 quarter.
  • Pine Harbor Wealth Management's United States Copper Index Fund position peaked at $143K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.